Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Evan Kohn is an investment advisor representative at TIAA-CREF Individual & Institutional Services, LLC. Peter is registered with the state of North Carolina. Peter has 28 years of experience in the securities industry. Peter has a Series 6, 7, and 63 licenses. In addition to his registration with TIAA-CREF Individual & Institutional Services, LLC, Peter is also registered with the state of Florida, North Carolina, South Carolina, and Virginia. Peter has experience providing financial planning services, portfolio management services for individuals and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
11/14/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
02/25/2020 - 08/24/2022
P.J. ROBB VARIABLE CORPORATION (Charlotte NC)
NC
03/11/1998 - 07/25/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NJ
05/20/1994 - 08/28/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 11/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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